Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.8B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,691
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$54M
3
+$50.9M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$44.1M
5
GE icon
GE Aerospace
GE
+$42.4M

Top Sells

1
+$57.7M
2
+$45.7M
3
+$37M
4
KSS icon
Kohl's
KSS
+$35.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30.3M

Sector Composition

1 Healthcare 11.55%
2 Technology 11.36%
3 Financials 11.27%
4 Industrials 9.05%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$40.9M 0.16%
749,556
+5,562
152
$40.4M 0.16%
1,087,856
+44,662
153
$40M 0.15%
482,428
+446,317
154
$39.2M 0.15%
310,395
+3,349
155
$39.1M 0.15%
566,130
+182,112
156
$38.5M 0.15%
741,784
+94,781
157
$37.4M 0.15%
471,487
+199,703
158
$37.3M 0.14%
280,683
+29,474
159
$37.2M 0.14%
381,028
+153,946
160
$37.2M 0.14%
458,431
+22,682
161
$37M 0.14%
2,058,360
+73,335
162
$37M 0.14%
464,299
-1,214
163
$36.7M 0.14%
358,517
+10,321
164
$36.7M 0.14%
538,644
+15,808
165
$36.6M 0.14%
471,599
+45,113
166
$36.4M 0.14%
306,263
-197,019
167
$36.3M 0.14%
306,465
-48,590
168
$35.9M 0.14%
721,784
+12,423
169
$35.8M 0.14%
155,766
+33,004
170
$35.7M 0.14%
1,403,864
+71,729
171
$35.6M 0.14%
722,483
-78,345
172
$35.4M 0.14%
718,828
+281,493
173
$34.7M 0.13%
657,838
-6,851
174
$34.7M 0.13%
699,342
+113,819
175
$34.1M 0.13%
408,735
+101,034
5 6
7
8 9